Family Wealth Strategist

🕒 June 29

🤠 Texas – Remote

🤠 Texas – Remote

💵 $160k - $240k / year

⏰ Full Time

🟠 Senior

🔴 Lead

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Northwestern Mutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1869

💸 Finance

🛡️ Insurance

Finance • Insurance

Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within.

📋 Description

• Act as the advisor’s primary point of contact and liaison, coordinating all aspects of the client's integrated plan between the family, internal teams, and external partners to ensure a cohesive approach. • Conduct thorough discovery to ascertain the family’s long-term objectives that align with their principles and vision. • Based on the family’s objectives, identify issues and needs to design an integrated plan. • Consult with the advisor and family on the overall integrated plan and the complex interaction between different domains. • Recognize opportunities to position and coordinate internal and external partners in alignment with objectives. • Construct an actionable roadmap prioritizing when and how to address the family’s needs and structure engagement pricing. • Communicate pertinent client information and objectives among multiple partners to streamline communications while minimizing duplication. • Collaborate with strategic partners to develop and implement strategies across a broad range of legal, tax, and financial planning topics to ensure alignment with the client’s integrated plan and effectively facilitate the communication of complex techniques. • Manage the delivery of planning components ensuring timely execution and a seamless experience throughout the engagement. • Support the development of advisors to equip them to lead family meetings and conversations.

🎯 Requirements

• Juris Doctor (JD) degree required • CERTIFIED FINANCIAL PLANNER® designation required • Other advanced degree or designation desirable (MBA, CFA, CPA) • Series 6 or 7 and resident state insurance license required or working towards license within 6 months • Minimum 12 years of experience in wealth management, financial planning, or a related field directly working with advisors and U/HNW clients ($40M+) • Experience working with family offices highly desirable • Strong expertise across multiple areas of wealth management including financial planning, insurance and investment products, estate and business planning, and other HNW planning strategies with a deep understanding of the implications a particular solution may have on others • Exceptional organizational, strategic, and communication skills, with the ability to articulate complex legal and financial concepts clearly and concisely to non-expert family members • Unquestioned integrity, professionalism, and discretion when handling highly confidential matters • Strong attention to detail, organizational skills, and the ability to manage multiple time-sensitive projects • Proven ability to develop rapport and strong relationships with clients, financial advisors, internal teams and third-party partners • Advanced experience with financial planning software and Excel, PowerPoint, and CRM systems.

🏖️ Benefits

• Comprehensive benefits • Professional development opportunities